Morten Roness (CRD# 2291488) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Calabasas, CA and has over 31 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steel Peak Wealth Management, LLC | Calabasas, CA | Aug 2016 - Current | 7 |
| The Phillips Group Advisors | Woodland Hills, CA | Sep 2012 - Jul 2016 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2012 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management2,535MILLIONS
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Total Number of Accounts7,094ACCOUNTS
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Average Account Value$357,388
- A percentage of assets under your management
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